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Original filing (PDF)20250805170411NAL0002360563001
POLYNT COMPOSITES USA INC.
Form 5500
FILING_RECEIVED
POLYNT COMPOSITES USA INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
690
Accounts w/ balance
920
Plan assets (EOY)
$168.9M
Net assets (EOY)
$168.9M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POLYNT COMPOSITES USA INC..
Plan sponsor
Name
POLYNT COMPOSITES USA INC.
EIN
99-0365117
Address
100 EAST COTTAGE AVE · CARPENTERSVILLE, IL · 60110
Phone
(847) 836-3143
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-05
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $110K | — |
| MARINER LLC | 20-4553256 | — | NONE | $62K | — |
| MORNINGSTAR INC | 36-3297908 | — | NONE | $12K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $740 | — |
Investments
35 direct securities · 1 pooled fund· $172.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$165.3M
35 holdings
Common Collective Trust
$6.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY GROWTH COMPANY K6 Registered Investment Company | — | — | — | $23.7M | 14.1% | |
| Fidelity Freedom 2030 Institutional Fund | — | — | — | $21.3M | 12.6% | |
| Fidelity Freedom 2035 Institutional Fund | — | — | — | $15.1M | 9.0% | |
| Charles Schwab Bank Schwab S&P 500 Index Fund | — | — | — | $13.6M | 8.1% | |
| Fidelity Freedom 2040 Institutional Fund | — | — | — | $11.1M | 6.6% | |
| Fidelity Freedom 2025 Institutional Fund | — | — | — | $11.0M | 6.5% | |
| Vanguard Total Bond Market Index Fund Ins Shares | — | — | — | $7.1M | 4.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $6.7M | 4.0% | |
| Charles Schwab Bank Self-directed brokerage accounts | — | — | — | $5.8M | 3.4% | |
| Fidelity Freedom 2050 Institutional Fund | — | — | — | $4.5M | 2.7% | |
| MFS Value Fund Class R6 | — | — | — | $4.4M | 2.6% | |
| Fidelity Freedom 2045 Institutional Fund | — | — | — | $4.2M | 2.5% | |
| Fidelity Freedom 2020 Institutional Fund | — | — | — | $4.2M | 2.5% | |
| Fidelity Freedom 2055 Institutional Fund | — | — | — | $4.1M | 2.4% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $3.0M | 1.8% | |
| T. Rowe Price T. Rowe Price Overseas Stock Fund | — | — | — | $2.9M | 1.7% | |
| Wasatch Advisors Wasatch Core Growth Fund | — | — | — | $2.8M | 1.7% | |
| Fidelity Freedom 2060 Institutional Fund | — | — | — | $2.7M | 1.6% | |
| Eaton Vance Eaton Vance Atlanta Capital SMID-Cap Fund Class R | — | — | — | $2.5M | 1.5% | |
| Participants Participant notes receivable - Interest rates ranging from 3.25 to 8.50 percent - | — | — | — | $2.3M | 1.4% | |
| PARTICIPANT LOANS (3.25% - 8.50%) | — | — | — | $2.3M | 1.3% | |
| Fidelity Low-Priced Stock K6 Fund | — | — | — | $2.3M | 1.3% | |
| Vanguard Total International Stock Index Adm Fund | — | — | — | $1.8M | 1.1% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | — | — | — | $1.8M | 1.1% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $1.7M | 1.0% | |
| Fidelity Freedom 2015 Institutional Fund | — | — | — | $1.5M | 0.9% | |
| PGIM Total Return Bond Fund - Class R6 | — | — | — | $1.4M | 0.8% | |
| Victory Capital Victory Sycamore Small Co Opportunity Fund Class I | — | — | — | $1.2M | 0.7% | |
| Fidelity Freedom Income Institutional Fund | — | — | — | $824K | 0.5% | |
| Vanguard Inflation-Protected Admiral Fund | — | — | — | $815K | 0.5% | |
| American Funds American Funds New World Fund Class R6 | — | — | — | $751K | 0.4% | |
| Fidelity Freedom 2065 Institutional Fund | — | — | — | $648K | 0.4% | |
| Fidelity Freedom 2010 Institutional Fund | — | — | — | $608K | 0.4% | |
| T. Rowe Price Global Multi-Sector Bond Fund | — | — | — | $600K | 0.4% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund Class I | — | — | — | $329K | 0.2% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $299K | 0.2% |